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Eli Lilly

2,022 hedge funds and large institutions have $182B invested in Eli Lilly in 2021 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 713 increasing their positions, 757 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 96

33% more funds holding in top 10

Funds holding in top 10: 4661 (+15)

23% more capital invested

Capital invested by funds: $148B → $182B (+$34B)

4% more funds holding

Funds holding: 1,9492,022 (+73)

0.01% more ownership

Funds ownership: 82.79%82.79% (+0.01%)

6% less repeat investments, than reductions

Existing positions increased: 713 | Existing positions reduced: 757

18% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.72B

Holders
2,022
Holders Change
+73
Holders Change %
+3.75%
% of All Funds
35.19%
Holding in Top 10
61
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+32.61%
% of All Funds
1.06%
New
192
Increased
713
Reduced
757
Closed
96
Calls
$1.41B
Puts
$1.72B
Net Calls
-$309M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
376
Acadian Asset Management
Massachusetts
$12.1M -$104M -518,157 -91%
SYBT
377
Stock Yards Bank & Trust
Kentucky
$12.1M +$32.3K +161 +0.3%
PSUF
378
People's United Financial
Connecticut
$11.8M -$603K -3,004 -6%
NEI
379
Northwest & Ethical Investments
Ontario, Canada
$11.8M -$345K -1,719 -3%
BC
380
Burney Company
Virginia
$11.6M -$2.06M -10,271 -17%
LSERS
381
Louisiana State Employees Retirement System
Louisiana
$11.4M +$60.3K +300 +0.6%
Capstone Investment Advisors
382
Capstone Investment Advisors
New York
$11.4M +$7.41M +36,894 +293%
IHL
383
Investment House LLC
California
$11.3M +$71.3K +355 +0.7%
CIS
384
Capital International Sarl
California
$11.3M +$106K +529 +1%
WAM
385
Winslow Asset Management
Ohio
$11M -$254K -1,265 -3%
TCMG
386
TSP Capital Management Group
New Jersey
$11M -$9.64M -47,971 Closed
EP
387
Edgestream Partners
New Jersey
$11M +$7.74M +38,536 +417%
BPC
388
Banque Pictet & Cie
Switzerland
$10.8M +$6.32M +31,463 +200%
AC
389
Alexandria Capital
Virginia
$10.8M -$33.5K -167 -0.4%
AMCA
390
Arthur M. Cohen & Associates
Illinois
$10.8M +$4.09M +20,379 +77%
PFPT
391
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.8M -$92.2K -459 -1%
PWA
392
Pinnacle Wealth Advisors
Tennessee
$10.8M +$9.42M +46,876 New
Pacer Advisors
393
Pacer Advisors
Pennsylvania
$10.7M +$640K +3,184 +7%
MYAM
394
Meiji Yasuda Asset Management
Japan
$10.7M -$419K -2,086 -4%
KAS
395
Kestra Advisory Services
Texas
$10.7M +$300K +1,493 +3%
KRS
396
Kentucky Retirement Systems
Kentucky
$10.6M -$1.55M -7,735 -14%
1SB
397
1ST Source Bank
Indiana
$10.6M +$171K +851 +2%
SRC
398
Shufro Rose & Co
New York
$10.6M
VRS
399
Virginia Retirement Systems
Virginia
$10.5M -$60.6M -301,920 -87%
PCA
400
Personal Capital Advisors
California
$10.4M +$1.13M +5,604 +14%

LLY Hedge Fund Activity: Q2 2021 in Review

2,022 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2021, worth a combined $182B — up 23% from $148B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new LLY positions and 96 closed out — a net gain of 96 holders — while 713 added to existing stakes and 757 trimmed.

The largest buyer was Jennison Associates, adding an estimated $697M. The largest seller was Primecap Management, cutting an estimated $285M.

  • 2,022 institutional investors held Eli Lilly (LLY) as of Q2 2021, up from 1,949 in Q1 2021.
  • Funds reported $182B of Eli Lilly stock for Q2 2021, up 23% quarter-over-quarter.
  • 192 funds opened new Eli Lilly positions in Q2 2021 and 96 closed out, a net change of +96 holders.
  • The largest Eli Lilly buyer in Q2 2021 was Jennison Associates, an estimated $697M added.
  • The largest Eli Lilly seller in Q2 2021 was Primecap Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2021.